Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.3B
AUM Growth
+$1.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,283
New
Increased
Reduced
Closed

Top Buys

1
+$66.9M
2
+$60.5M
3
+$38.9M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$29.1M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$28.9M

Top Sells

1
+$22.4M
2
+$22M
3
+$20.3M
4
AAPL icon
Apple
AAPL
+$19.3M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$16.7M

Sector Composition

1 Technology 7.96%
2 Financials 4.93%
3 Healthcare 4.48%
4 Consumer Discretionary 3.58%
5 Consumer Staples 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9.77M 0.05%
122,754
+18,733
377
$9.72M 0.05%
61,945
+9,079
378
$9.68M 0.05%
45,708
+5,936
379
$9.62M 0.05%
127,763
+30,176
380
$9.57M 0.05%
467,157
+166,875
381
$9.55M 0.05%
263,796
+12,385
382
$9.52M 0.05%
115,254
+48,672
383
$9.46M 0.05%
248,407
+61,286
384
$9.43M 0.05%
340,490
+4,605
385
$9.41M 0.05%
97,916
+517
386
$9.4M 0.05%
254,400
+5,837
387
$9.35M 0.05%
142,265
+21,471
388
$9.29M 0.05%
18,111
-1,749
389
$9.24M 0.05%
37,515
+2,142
390
$9.13M 0.05%
372,712
+112,515
391
$9.13M 0.05%
263,035
-47,508
392
$9.09M 0.05%
644,527
-26,024
393
$9M 0.05%
115,907
+18,459
394
$9M 0.05%
135,076
+21,321
395
$9M 0.05%
87,922
+4,610
396
$8.98M 0.05%
41,865
+905
397
$8.93M 0.05%
76,995
-29,094
398
$8.9M 0.05%
68,752
+16,194
399
$8.86M 0.05%
428,393
+184,477
400
$8.86M 0.05%
227,389
-79,140
14 15
16
17 18